Reporting

Reports to

A worker sits on the Company chart like a person. You choose who it reports to when you create it (Reports to in the wizard, with Nobody — leave them off the chart as an option), and you can move it later by dragging on the chart or from its card's Move…. See Chart.

Who it asks

When a worker needs a person, it takes the question to its escalation assignee. By default that is worked out from the chart: the nearest person above the worker that it can message. If the chart names nobody, it is the person who created the worker.

To pick someone else without changing the chart, open the worker's Settings tab, find Escalation assignee, and choose a person under Set the assignee. The card's In force right now line always says who it is and why: set here, from the org chart, or its creator. Clear goes back to the chart.